US EditionIs Michael Burry Shutting His Fund Just Before He's About to Be Proved Right?
Michael Burry warns that AI-driven Nasdaq 100 rally may have peaked as historical patterns show stocks peak before capital spending declines, signaling a possible market downturn.
- On Sunday, Michael Burry posted a Lord of the Rings–wrapped warning about the AI boom on X, teasing more contrarian research to be released by Nov 25th.
- Using a 35-year series, Burry compares S&P 500 total capital expenditures to isolate new investment share of GDP for capital cycle analysis.
- Pointing to past cycles, the chart shows stocks peaked mid-booms like dot-com and housing while he flagged the Nasdaq 100's record around 26,000 with a Gandalf the Grey image suggesting investor complacency.
- Given Burry's track record, his warning highlights that OpenAI and Meta's planned trillions in chips and data centers coincide with signs stocks may have topped out, implying correction risk for chip and data-center investors.
- Since late October, Burry has returned from an April 2023 silence with bets against Nvidia and Palantir and said he'll appear soon on Michael Lewis's podcast.
11 Articles
11 Articles
Is Michael Burry Shutting His Fund Just Before He's About to Be Proved Right?
Michael Burry, the investor immortalized in “The Big Short” for predicting the 2008 housing crash, recently sent shockwaves through markets again. In his third-quarter filings, his Scion Asset Management revealed massive put options against Nvidia (NASDAQ:NVDA) and Palantir Technologies (NASDAQ:PLTR), signaling deep skepticism about artificial intelligence (AI)-driven valuations detached from fundamentals. These bets positioned him ... Is Michae…
Michael Burry of 'The Big Short' warns of AI bubble using 'Lord of the Rings' meme
Michael BurryJim Spellman/WireImageMichael Burry of "The Big Short" fame issued a fresh warning about the AI boom on Sunday.He posted a chart showing how stocks peaked before capital spending did in past investment booms.Burry shared a meme from "The Lord of the Rings," suggesting investors are dangerously complacent.Michael Burry fired off a warning about the AI boom in a "Lord of the Rings" wrapper on Sunday, and teased that he'll release more…
The Forgotten Russell Crowe Sci-Fi That Was Warning Us About AI 30 Years Ago
MOVIE NEWS – With Google’s new Gemini 3 AI model making headlines, it is hard not to think back to Sid 6.7, the unhinged artificial intelligence Russell Crowe brought to life almost three decades ago. The 1995 cyberpunk-flavored thriller Virtuosity, led by Denzel Washington, bombed at the box office, but in the middle of today’s AI fever, its villain suddenly feels surprisingly on point. What makes Brett Leonard’s film stand out is, first and …
The AI bubble could burst, and no company would be completely safe, according to Google CEO Sundar Pichai
AI fever. An extraordinary hype that will inevitable face a reality check.This info The AI bubble could burst, and no company would be completely safe, according to Google CEO Sundar Pichai was first published on Gamepressure.com 19 November 2025.
Coverage Details
Bias Distribution
- 50% of the sources lean Left
Factuality
To view factuality data please Upgrade to Premium
